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MA Bank

MA Financial-Products and Services

Individual Planning

  • Brokerage and Advisory
  • Rollovers and Transfers
  • Individual Retirement Account (IRAs) and Roth IRAs
  • Annuities and Lifetime Income Strategies
  • Social Security Planning
  • Complimentary Financial Plan and more!

Business Planning

  • Employee Sponsored Plans
    • 401(k) Plans
    • 403(b) Plans
    • SEP IRAs
    • SIMPLE IRAs and more
  • Business Succession Planning
    • Identify your business succession goals
    • Retire with an income source
    • Insurance needs such as by sell agreements, disability and more!

Asset and Risk Management

  • Access to robust investment platform
  • Portfolio construction to align with risk tolerance

Estate Planning

  • Estate preservation and distribution planning
  • Long-term care plans
  • Insurance asset protection and more!